Dallas Fed President, Robert Kaplan, on economic conditions, here... “In this context, Dallas Fed economists expect U.S. crude oil production growth
Peak emissions?… Bloomberg
From Bloomberg, here...
Crude oil curves…
Here is March/April WTI from Barchart.com: And, the futures and vol curve from the CME:
Lessons from 92 years of market return data.. A Wealth of Common Sense
No two decades look alike... from A Wealth of Common Sense, here...
Heating degree days, natural gas prices… EIA
The EIA’s Short Term Energy Outlook, here, has a nice chart comparing heating degree days this winter vs. average and natural gas prices:
Natural gas prices fall to lowest Feb prices in 20 years… EIA
The EIA’s Today in Energy covers low natural gas prices: “Dry natural gas production in January 2020 averaged about 95.0 billion cubic feet per
Less money in the hands of CTA’s… Barclayhedge.com
From barclayhedge.com, here is a charge showing assets under management by commodity trading advisors.... The data can be found here...
Vol update, WTI…
Here is an updated implied vol chart for WTI...
EIA revises global growth estimates down… EIA
Here is the EIA on their global demand estimates for 2020: ”the U.S. Energy Information Administration (EIA) forecasts that global liquid fuels







